Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Constellation Software Inc. (CSU $2,844.99)
- $2,844.99 P/E (TTM): 69.15X Cap: $61.92B
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Topicus.com Inc. (TOI $113.78)
- $113.78 P/E (TTM): 980.48X Cap: $9.44B
- View TOI Profile
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Lumine Group Inc. (LMN $24.30)
- $24.30 P/E (TTM): 96.65X Cap: $6.32B
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Q: Are you seeing signs of capitulation in these names and are investors are throwing away these quality companies at discount prices? Looking at volume, we see some of the highest volume days around Jan 15th selloff. Is this the bottom and should we begin accumulating? Current positions are CSU 3.2%, LMN 2.6% and TOI 1.3%. These darlings once made up 10% of my total portfolio and is the selloff worrying to you at all or are you still fairly confident in their future looking out 3-5 years? Thanks!

Asked by Keith on January 16, 2026

5i Research Answer:

Certainly it is concerning, but the key point is that fundamentals have not changed. Much will...

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